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深圳办公楼市场供需平衡承压 “出海”与科技赛道成需求修复关键动力
Zheng Quan Ri Bao Wang· 2025-10-09 09:46
本报讯 (记者王镜茹)2025年第三季度,深圳甲级办公楼市场整体租赁活跃度有所回落,供需关系持续承压。全市净吸纳 量约为12.5万平方米,租金继续下行。 值得关注的是,部分企业正利用租金回调的窗口期,以更具成本效益的方式升级办公空间;与此同时,出海赛道与科技企 业的发展带动了结构性回暖,成为推动需求端修复的重要力量。 本季度,企业普遍延续谨慎的租赁策略,更加注重成本控制与空间效率优化。面对市场租金与现行租约之间的差距,更多 租户寻求租约重组谈判。多数业主在新租及续租谈判中展现出更高灵活性,愿意调整租金及相关条款,以稳定或吸引优质租 户。 部分租户把握租金调整机遇,从乙级办公楼或创意园区搬迁至甲级项目,实现了办公环境与品牌形象的双重提升。 本季度,从行业需求分布来看,科技企业仍是市场需求的主力,贡献了约三成租赁成交面积。消费电子、人工智能应用、 数字营销等细分领域表现较为活跃,带动科技园、前海等区域出现整层及以上规模的租赁成交。 仲量联行华南区与华西区商业地产部负责人李文杰表示:"随着深圳科技企业加速向价值链高端转型,越来越多的企业更 加重视研发迭代效率、团队协作质量以及与产业生态的联动。这一趋势直接推动了对集 ...
恒为科技(603496.SH)拟购买数珩科技75%股份 股票复牌
智通财经网· 2025-09-29 13:17
标的公司主营业务为企业客户提供场景化AI应用产品及解决方案。本次交易完成后,公司产品和业务 布局将向下游AI应用领域延伸。 智通财经APP讯,恒为科技(603496.SH)发布公告,公司正在筹划以发行股份及支付现金的方式购买上 海数珩信息科技股份有限公司(简称"数珩科技")75%股权,同时拟发行股份募集配套资金。本次交易完 成后,数珩科技将成为公司的控股子公司。公司股票将于2025年9月30日(星期二)开市起复牌。 ...
差旅新风向:全球商务旅行趋势解读
Sou Hu Cai Jing· 2025-09-28 13:17
下一步的颠覆在哪里?中国仍是亚太地区主导市场 过去几年,全球商务旅行像过山车一样跌宕起伏:疫情让跨境出行几近停摆,企业差旅预算一度被压缩到极限。但随着全球经济复苏,商务旅行也迅速反 弹,支出规模甚至在2024年实现突破。行业的韧性,再次被验证。 然而,经济波动、贸易摩擦、地缘政治紧张局势,以及各国政策的微妙调整,都在为未来的发展蒙上阴影。今天的增长,能否在明天继续?企业和旅行者 是否还要面对新的不确定性? 在2025环球旅讯峰会的【商旅数字化峰会】上,全球商务旅行协会(GBTA)欧非中东及亚太区高级副总裁 Catherine Logan带来了关于全球及地区商务旅 行的深度洞察。 她指出,疫情后的全球商务旅行已强劲复苏,但未来的发展将受到经济波动、贸易紧张局势、技术进步和企业战略变化等多重因素的影响。 全球商务旅行的总体趋势 从商务旅行者的角度来看,全球7300名受访者的调查显示,绝大多数人认为出差具有明确的业务价值,是实现业务目标的重要方式。 Catherine Logan表示,这是她首次访问中国上海,也让她有机会观察亚太地区的商务旅行动态。 过去二十多年里,全球商务旅行行业经历了多次起伏,从美国911事件、 ...
CIMA携手中欧国际工商学院成功举办2025 CGMA100峰会
Sou Hu Cai Jing· 2025-09-25 14:26
2025 年9月19日,由英国皇家特许管理会计师公会(CIMA)联合中欧国际工商学院(CEIBS)共同主办 的"2025数智领航‧管理创新赋能高质量发展高峰论坛暨CGMA100北亚管理会计领袖峰会"在京成功举 办,论坛由中欧金融MBA课程部承办,中欧cfo协会、中欧校友金融与投资协会、CGMA100北亚管理 会计领袖智库作为会议支持单位。峰会以"聚焦产业管理创新,激活高质量发展新动能"为主题,紧扣中 国及全球经济转型的关键时期,围绕数智化转型、产业升级中的成本管控、新兴技术在管理决策中的应 用以及可持续发展目标下的财务管理创新等议题展开,邀请了来自政界、学界与产业界的专家学者和企 业领袖, 共同探讨数智时代的管理会计创新实践与未来发展。峰会由CGMA100创始主席,CIMA荣誉 资深会员,中欧国际工商学院法国依视路会计学教席教授,中国总会计师协会副会长许定波教授与 AICPA & CIMA北亚区总裁,CGMA100北亚管理会计领袖智库秘书长,中欧EMBA2010级李颖女士 (FCMA, CGMA)发表开幕及欢迎致辞。 许定波教授在开幕致辞中回顾了CIMA与中欧在管理会计推广与研究上的长期合作,他指出:"管理会 ...
“老登”应用,霸榜AI
投中网· 2025-09-25 02:53
Core Viewpoint - The AI application landscape is dominated by large companies, with startups struggling to gain significant traction in the market despite the overall growth of AI applications [5][6][11]. Group 1: AI Application Growth - The number of mobile AI application users is projected to reach 645 million by August 2025, while PC users are expected to hit 204 million [5]. - The average month-on-month growth rate for native AI applications is 1.3% [5]. - The global AI application count is estimated to be in the tens of thousands, categorized into B2B and B2C segments [7]. Group 2: Market Dynamics - In the first half of 2025, the top 20 AI applications in China included 12 from large companies, 1 upgraded from an old application, and only 7 from startups, indicating a significant dominance of large firms [7][11]. - The leading applications are primarily chatbots, with major players like ByteDance and Tencent heavily investing in this area [15][16]. - The top three applications in both domestic and global rankings remain unchanged, highlighting the stronghold of large companies [11][13]. Group 3: Challenges for Startups - Startups face difficulties due to high operational costs, particularly in API usage, which is a major expense [22]. - The low willingness of consumers to pay for AI applications further complicates the monetization efforts for startups [23]. - Large companies can leverage existing user bases and marketing resources to enhance their AI applications, making it challenging for startups to compete [25][26]. Group 4: Opportunities for Startups - Despite the challenges, there are still opportunities for startups, especially in high-frequency demand scenarios like education and content creation [33]. - The lowering of technical barriers allows smaller teams to develop complete AI applications quickly [31]. - Startups can focus on niche markets and respond rapidly to user feedback, which can provide a competitive edge [32].
每周股票复盘:绿城水务(601368)股东户数减少3.7%,户均持股市值17.05万
Sou Hu Cai Jing· 2025-09-20 21:06
Core Viewpoint - The company is facing challenges with declining net profits due to foreign exchange losses and increased bad debt provisions, while it aims to expand its market presence through key water supply projects and improved operational efficiency [2][4]. Shareholder Changes - As of September 10, 2025, the number of shareholders decreased to 26,000, a reduction of 1,000 or 3.7% from the previous period, with an average shareholding of 34,000 shares and an average market value of 170,500 yuan [1][4]. Financial Performance - In the first half of 2025, the company's total assets reached 23.855 billion yuan, a 1.91% increase from the beginning of the period, while net assets rose to 4.784 billion yuan. Despite pressures on net profit from exchange rate fluctuations and bad debt provisions, the core business remains solid [5]. Strategic Initiatives - The company is advancing key projects such as the Shibu Water Plant and Wuxiang Water Plant to extend its service area and is actively participating in water service concessions both within and outside the province [2][4]. - The company is focusing on internal management improvements to reduce costs and enhance efficiency [2]. Market and Stock Performance - The company's stock price has fluctuated around 5 yuan since 2019, with a modest increase of approximately 6% this year, lagging behind the Shanghai Composite Index. The stock price is influenced by macroeconomic conditions, industry policies, and market sentiment rather than solely by fundamentals [3][4]. Impact of External Factors - A potential decrease in USD interest rates could lower the financing costs of some foreign currency borrowings for the company [3][4]. Technological Advancements - The company is promoting the construction of smart water plants and exploring the application of artificial intelligence in production, management, and services to enhance operational efficiency [4].
高增长企业的3大共性战略
3 6 Ke· 2025-09-18 11:27
高速增长的企业究竟做对了什么?《2025福布斯CxO增长调研》(Forbes Research 2025 CxO Growth Survey)显示,在上个财年实现至少10%收入增长的高增长企业中,其"C级"(首席 级)高管团队在战略特征上有若干共同点,正是这些特征将他们与增长较慢的同行区分开 来。 这项调研访问了全球1000多位企业高管,其中约四分之一(24%)属于高增长阵营。调研结果显示,这 些成功的领导者更专注于三大优先事项:员工福祉、人工智能应用以及环境、社会与公司治理(ESG) 举措。 与上财年收入增长不足10%的低增长企业领导者相比,高增长企业高管主要在以下方面有所不同: 1. 构建更幸福、更健康的员工队伍 高增长企业的CxO强调职场幸福感,并确保人才具备未来所需要的技能,具体做法包括: 防范员工倦怠:高增长企业的首席人力资源官(CHRO)更加关注工作与生活的平衡,防止员工过度劳 累。48%的高增长CHRO将此列为未来一年最大的员工管理挑战之一,而低增长企业的这一比例为 28%。 提升员工体验:34%的高增长企业"C级"高管将改善员工体验视为收入增长的驱动因素,目前正优先推 进此项工作。相比之下,低 ...
中国携手东盟探讨建筑业合作与发展新篇
Zhong Guo Xin Wen Wang· 2025-09-17 12:31
中国住房和城乡建设部副部长李晓龙表示,基于中国—东盟深厚合作基础,期待各方代表充分交流,达 成更多合作意向,共谋双方建筑业合作与发展的美好未来。持续强化技术创新,共同加强国际标准融 合,共建绿色低碳伙伴关系,共促数字智慧技术应用;持续推进务实合作,围绕保障性住房供应、老旧 小区改造等深化政策对话、技术交流与项目合作;持续促进交流互鉴,进一步建立常态化合作长效机 制,不断深化经验互鉴推广、青年人才联合培养与学术成果转化。 缅甸建设部建筑司长佐佐艾说,现在数字化建设对于缅甸的城乡建设是非常重要的。他希望缅甸在2050 年实现零碳排放目标。 论坛设置主题演讲、高端对话等多个环节。住房和城乡建设部相关司局负责人、东盟国家建设部门高级 别官员、中国工程院院士、新加坡工程院院士等,围绕城市更新、人工智能应用、标准分享、新城新区 国际合作等议题展开深入探讨。论坛同期举办"共享共建重点实验室、全产业链融合发展、新城新区综 合开发国际合作"3项对接活动。(完) 中新网桂林9月17日电(莫伟雯 邓竣缤)9月16日,2025中国—东盟建筑业合作与发展论坛在广西桂林市举 办。 中国—东盟建筑业合作与发展论坛是2025中国—东盟建设部 ...
香港积金局:将持续审视及扩阔强积金投资的资产类别
智通财经网· 2025-09-17 11:58
智通财经APP获悉,香港积金局欢迎行政长官今日宣读的《2025施政报告》一系列进一步发展香港金融 市场、提倡人工智能应用、巩固就业与民生,完善管治体系措施。香港积金局主席刘麦嘉轩表示,香港 积金局会持续审视及扩阔强积金投资的资产类别,让强积金业界有更多元化的投资工具,为强积金基金 加强分散投资风险和提升回报潜力,令计划成员受惠。 刘麦嘉轩赞扬《2025施政报告》具前瞻性及创见,特别是进一步强化香港的金融体系,巩固香港作为国 际金融中心的地位,促进经济发展和贡献民生福祉,令香港的繁荣与活力更兴盛。 刘麦嘉轩补充,强积金制度作为香港工作人口主要的基本退休保障支柱,是社会稳定的重要一环。今年 适逢强积金实施25周年,香港积金局会继续全力支持政府施政和《2025施政报告》及附篇中的有关措 施。亦会持续优化强积金制度,包括推展"积金易"平台的全面运作,并推动分阶段落实强积金"全自由 行",以促进市场竞争及减费,为香港的打工仔女提供更稳固的基本退休保障。 ...
万联证券社服行业25年中季报综述:营收利润双提升 旅游景区边际向好
Zhi Tong Cai Jing· 2025-09-12 08:48
Core Viewpoint - The social services sector has shown growth in both revenue and profit in the first half of 2025, with total revenue reaching 95.436 billion yuan, a year-on-year increase of 5.44%, and net profit attributable to shareholders totaling 4.870 billion yuan, up 1.13% year-on-year [2][5]. Group 1: Social Services Sector - In the first half of 2025, the social services sector's total revenue was 95.436 billion yuan, ranking 9th among primary industries in Shenwan, while net profit was 4.870 billion yuan, ranking 16th [2]. - The tourism and scenic spots sector achieved revenue of 16.610 billion yuan, a year-on-year increase of 4.39%, but net profit decreased by 4.30% to 1.041 billion yuan [3]. Group 2: Tourism and Scenic Spots - The recovery in resident travel demand and supportive policies have contributed to the revenue rebound in the tourism and scenic spots sector [3]. - The introduction of policies such as a 240-hour visa-free entry and immediate tax refunds for outbound tourists has boosted inbound tourism [3]. Group 3: Hotel and Catering Sector - The hotel and catering sector reported revenue of 14.056 billion yuan, a decline of 3.40%, with net profit dropping significantly by 40.36% to 0.708 billion yuan [4]. - The weak consumer demand has pressured profits in this sector, but there is potential for recovery if the consumption environment improves in the second half of the year [4]. Group 4: Investment Recommendations - To support stable economic growth, boosting consumption and expanding domestic demand are seen as core strategies [5]. - The potential in lower-tier markets is expected to strengthen the consumption base, while overseas expansion may create new growth opportunities [5]. - The implementation of visa-free policies and the establishment of duty-free shops are anticipated to further stimulate the tourism market [5].